Seed Wealth Management, Inc.
Top Portfolio Positions
51 positions ·
$23,216,290 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BTT |
BlackRock Municipal 2030 Target Term Trust
Financial Services
|
59,170 | $1,343,159 | 5.79% | |
| MSFT |
Microsoft Corp
Technology
|
3,437 | $1,272,274 | 5.48% | |
| RPC |
Ridgepost Capital, Inc.
Financial Services
|
166,893 | $1,211,643 | 5.22% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
3,312 | $1,119,290 | 4.82% | |
| AAPL |
Apple Inc.
Technology
|
4,006 | $1,016,682 | 4.38% | |
| AVGO |
Broadcom Inc.
Technology
|
3,011 | $931,934 | 4.01% | |
| NVDA |
Nvidia Corp
Technology
|
5,280 | $920,832 | 3.97% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,295 | $894,519 | 3.85% | |
| DELL |
Dell Technologies Inc.
Technology
|
4,465 | $732,840 | 3.16% | |
| SHEL |
Shell plc
Energy
|
6,927 | $644,211 | 2.77% |
Portfolio Trend
14 quarters · across all stocks
Holdings in BTT
Shares Held
Position Value (USD)
11 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,343,159 | 59,170 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,350,259 | 59,170 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,339,065 | 59,620 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,305,081 | 59,620 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,331,545 | 62,720 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,291,404 | 62,720 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $956,036 | 44,220 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $959,989 | 46,220 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $397,402 | 18,870 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $411,216 | 19,770 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $255,241 | 13,150 | Shares | Sole | 2023-10-16 | |
| No 13F history on record for this holder in this stock. | ||||||